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Personal Finance Society
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Advanced Diploma in Financial Planning

Yearly
£198.00
Monthly
£16.50
Admission Fee
£37.00

Note: A one-off admission fee applies to all applications from new and reinstating members

 

Your membership level will be allocated based on your qualification history with the CII

 

Join the PFS today

By post / fax
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By phone
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This membership level is for you if you hold the PFS Advanced Diploma in Financial Planning.

This is a professional qualification for financial services staff working across all sectors of the profession.

Advanced Diploma member benefits

  • 'APFS' designation: highlighting your technical knowledge and commitment to professional development.
  • Eligibility for Chartered status (subject to having five years' experience, not necessarily post-qualification): Charterd Financial Planner.
  • Access to Knowledge Services: an online knowledge library (supplemented by a physical library in London) that provides unrivalled access to insurance and finance services material. Includes an archive of exam guides including model answers for written exams.
  • Membership of a Region: providing access to a comprehensive programme of CPD courses typically covering technical training, business and soft skills, and revision courses plus business and social networking events.
  • Membership of a local institute: PFS membership provides automatic membership of a local institute.
  • CPD scheme for qualified members: providing a practical framework for ensuring professional development is addressed in a structured and compliant way.
  • Substantial discounts: on a range of services including qualification learning materials and exam entry, and face-to-face training courses.
  • Member magazine: Financial Solutions, covering technical, market, regulatory and UK developments.

*Please note for new members and those reinstating their membership, there will be a one off admission fee of £37.00.

Not yet Chartered?

If you hold the APFS and have over 5 years relevant industry experience, you could also be eligible for a Chartered title. Application is simple and you could be Charterd after just one phone call.

Member Directory Search

All PFS/CII Members can validate their professionalism through the Member directory - customers and peers can check members' credentials simply, online.

Display your badge of professionalism

Designations show the world you are qualified and keep your knowledge up-to-the minute. Only PFS/CII members are required to stay up-to-date through our Continous Professional Develompent (CPD) scheme.